Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > north carolina > charlotte > IP FINANCIAL ADVISORY SERVICES LLC
IP FINANCIAL ADVISORY SERVICES LLC
5950 Fairview Road, Suite 140
Charlotte, North Carolina 28210
Tel: 980-326-3335
About IP FINANCIAL ADVISORY SERVICES LLC
IP FINANCIAL ADVISORY SERVICES LLC, formally registered with the SEC as IP FINANCIAL ADVISORY SERVICES LLC. The firm was established in 10/17/2019. They have over 29 offices throughout the country.
IP FINANCIAL ADVISORY SERVICES LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $296,950,627 assets under management, offering retirement planning & investment advisory services to 2290 clients. The firm is staffed with 92 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305772 |
| SEC# | 801-117481 |
| Assets Managed by Firm | $296,950,627 |
| No. of Clients | 2290 |
| No. of Advisors | 92 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (RECURRING FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2290 | $296,950,627 |
| Individuals (other than high net worth individuals) | 1601 | $296,950,627 |
More Retirement Planning firms in Charlotte, North Carolina:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $852,173,054,617 | 100603 | 1554 | |
| $429,024,440,167 | 9416 | 1015 | |
| $307,726,562,224 | 343 | 985 | |
| $300,798,686,558 | 8078 | 513 | |
| $137,561,001,775 | 6685 | 31 |
Explore More Retirement Advisors in Charlotte, North Carolina